United States Copper IndexCPERETF
13F holders, Q4 2024 (December 31)60holders −1
12new positions
16sold out
1famous investor
$25.21avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding United States Copper Index (CPER) in their 13F filings, down 1 from Q3 2024. 12 opened new positions and 16 sold out. The largest holders were Susquehanna International Group, LLP ($2.1M), Citadel Advisors ($1.7M) and LPL Financial LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- United States Copper Index
- CUSIP
- 911718104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.5M |
| Exits | 16 | $9.2M |
All 13F filers, Q3 2024 → Q4 2024: 279,545 shares bought and 397,819 shares sold, net −118,274 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Susquehanna International Group, LLP | 0.00% | New | 85,288 | $2.1M |
| Citadel Advisors | 0.00% | Add +121.4% | 66,125 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -27.7% | 63,710 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.4% | 61,838 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +77.5% | 56,991 | $1.4M |
| Knollwood Investment Advisory, LLC | 0.14% | No change | 54,918 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 45,928 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +53.4% | 43,788 | $1.1M |
| BigSur Wealth Management LLC | 0.27% | No change | 36,939 | $929K |
| Flow Traders U.S. LLC | 0.03% | New | 34,746 | $874K |
| TCFG Wealth Management, LLC | 0.43% | Reduce -15.7% | 33,976 | $855K |
| Apollon Wealth Management, LLC | 0.02% | Add +63.7% | 33,913 | $853K |
| Lazard Asset Management LLC | 0.00% | Reduce -4.8% | 27,328 | $687K |
| Pettinga Financial Advisors LLC | 0.15% | No change | 26,837 | $675K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -17.1% | 24,700 | $634K |
| Morgan Stanley | 0.00% | Reduce -7.5% | 23,963 | $603K |
| MML Investors Services, LLC | 0.00% | Add +54.8% | 22,421 | $564K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 16,985 | $427K |
| Garde Capital, Inc. | 0.02% | New | 14,208 | $357K |
| UBS Group AG | 0.00% | Reduce -30.5% | 12,901 | $325K |
| Isthmus Partners, LLC | 0.04% | No change | 12,800 | $322K |
| HRT Financial LP | 0.00% | New | 12,193 | $306K |
| Aristides Capital LLC | 0.09% | New | 11,966 | $301K |
| Ignite Planners, LLC | 0.06% | Add +16.3% | 11,129 | $284K |
| Herold Advisors, Inc. | 0.06% | No change | 10,800 | $272K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -48.5% | 10,478 | $264K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.9% | 10,386 | $261K |
| Diligent Investors, LLC | 0.06% | Add +2.7% | 9,550 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.1% | 9,478 | $238K |
| PNC Financial Services Group, Inc. | 0.00% | New | 8,790 | $221K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 7,912 | $215K |
| Synergy Asset Management, LLC | 0.01% | New | 5,685 | $161K |
| Hoey Investments, Inc. | 0.02% | Reduce -39.8% | 5,150 | $130K |
| Basso Capital Management, L.P. | 0.04% | New | 2,000 | $50K |
| Bank of America Corp. | 0.00% | No change | 1,980 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +1542.4% | 1,938 | $49K |
| Tidemark, LLC | 0.02% | No change | 1,764 | $44K |
| Allworth Financial LP | 0.00% | New | 1,543 | $42K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,500 | $38K |
| WR Wealth Planners, LLC | 0.01% | Reduce -51.0% | 1,264 | $32K |
| Clean Yield Group | 0.01% | No change | 1,200 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 1,018 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 900 | $23K |
| Capital Analysts, LLC | 0.00% | No change | 742 | $19K |
| National Bank of Canada | 0.00% | No change | 740 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 343 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 350 | $8K |
| Rialto Wealth Management, LLC | 0.00% | — | 238 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 227 | $6K |
| IFS Advisors, LLC | 0.00% | No change | 200 | $5K |
| Stonebridge Financial Group, LLC | 0.00% | — | 178 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 161 | $4K |
| Evergreen Private Wealth LLC | 0.00% | No change | 142 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 120 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 85 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 60 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $453 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $126 |
| Cwm, LLC | 0.00% | Reduce -100.0% | 1 | $0 |
"% of holder's portfolio" is CPER's weight in each manager's 13F, not the share of United States Copper Index the manager owns.